Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Windle is an investment advisor representative who has been in the financial services industry for over 10 years. Michael is currently registered with AE Wealth Management, LLC and is licensed in Michigan and Texas. Prior to joining AE Wealth Management, LLC, Michael worked for Kalos Capital, Inc. and The Huntington Investment Company. Michael has a Series 6, Series 7, Series 63, and Series 65 licenses. Michael specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
05/13/2024 - Present
AE Wealth Management, LLC (Plymouth MI)
MI
05/19/2016 - 09/01/2020
KALOS CAPITAL, INC. (PLYMOUTH MI)
MI
07/18/2014 - 05/09/2016
THE HUNTINGTON INVESTMENT COMPANY (FARMINGTON HILLS MI)
IA
Issued 06/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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